ETF盘中资讯｜反攻来了！AH创新药齐升，高弹性港股通创新药ETF（520880）冲击3%！全市场唯一药ETF溢价上涨

Core Viewpoint - The Hong Kong stock market's innovative pharmaceutical sector is experiencing a rebound, with significant gains in various stocks and ETFs, indicating renewed investor interest and potential growth opportunities in the sector [1][3][4]. Group 1: Market Performance - The Hong Kong stock innovation pharmaceutical ETF (520880) saw a notable increase, with stocks like InnoCare Pharma-B rising by 8% and Lepu Biopharma-B by over 5% [1]. - The ETF reached a peak of 3% during trading, reflecting strong market activity and investor confidence [1]. - The ETF has experienced a continuous net subscription for nine days, with the latest fund share reaching a record high of 4.178 billion shares [3]. Group 2: Industry Outlook - Analysts expect positive catalysts for the industry, including clinical data advancements and significant business development transactions, particularly looking forward to the first quarter of 2026 [4]. - The innovative pharmaceutical sector is seen as a low-entry point for investors, with a focus on the largest Hong Kong stock innovation pharmaceutical ETF (520880) and its associated funds [4]. Group 3: ETF Characteristics - The Hong Kong stock innovation pharmaceutical ETF (520880) is characterized by its pure focus on innovative drug companies, excluding CXO firms, and covers a comprehensive range of companies in drug development [4]. - The top ten leading innovative drug companies account for over 72% of the ETF's weight, showcasing the strength of the sector [4]. - The ETF is designed to manage risks effectively by reducing the weight of less liquid component stocks, thus controlling tail risks [4]. Group 4: New Drug Approvals - The latest national medical insurance directory has added 111 new drugs launched within the last five years, with 50 classified as category 1 new drugs, marking a record high in both proportion and quantity [7].